Executive Assistant

Legacy Risk Solutions LLC, an independent insurance agency in Gainesville, GA, is seeking an Executive Assistant to support our Sales & Growth teams. This role manages complex calendars, meetings, and travel; prepares proposals, presentations, and reports; and maintains accurate CRM data and client documentation. You'll coordinate client meetings and renewals, help track pipelines and new business activity, and support marketing and community outreach.

Ideal candidates bring strong organization, attention to detail, professional communication, and a client-focused mindset within a fast-paced, relationship-driven environment.

Responsibilities

• Provide high-level administrative support to sales and growth leaders, including calendar management, meeting coordination, and travel arrangements
• Prepare presentations, proposals, and sales reports for commercial, personal, and specialty insurance accounts
• Track sales pipelines, follow up on leads, and maintain accurate CRM and client records
• Coordinate client meetings, policy reviews, and renewal timelines in partnership with producers and account managers
• Assist with email management, documentation, and correspondence to ensure timely client communication
• Support marketing and growth initiatives, including events, campaigns, and community outreach activities
• Liaise with carrier representatives to gather quotes, documentation, and underwriting requirements
• Organize internal meetings, prepare agendas, and capture action items to support growth strategy execution
• Maintain confidentiality of client information and adhere to insurance and compliance standards
• Continuously refine administrative processes to improve efficiency for the sales and growth team

Required Skills

• Calendar management
• Travel coordination
• CRM management (e.g., Salesforce, Applied, AMS
  360)
• Microsoft Excel
• Microsoft Power
• Point
• Sales reporting and pipeline tracking
• Document management and organization
• Insurance terminology and documentation
• Professional written and verbal communication
• Data entry accuracy